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Smurfit Westrock

611 hedge funds and large institutions have $19B invested in Smurfit Westrock in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 261 increasing their positions, 174 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $11.9M

50% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 174

39% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 72

6% more capital invested

Capital invested by funds: $17.8B → $19B (+$1.15B)

3% more funds holding

Funds holding: 594611 (+17)

2.67% more ownership

Funds ownership: 88.16%90.82% (+2.7%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
611
Holders Change
+17
Holders Change %
+2.86%
% of All Funds
7.53%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
100
Increased
261
Reduced
174
Closed
72
Calls
$22.2M
Puts
$11.9M
Net Calls
+$10.3M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
651
Valeo Financial Advisors
Indiana
-$464K -11,988 Closed
BCP
652
Berkeley Capital Partners
Georgia
-$338K -8,736 Closed
ONB
653
Old National Bancorp
Indiana
-$326K -8,441 Closed
EDRH
654
Edmond de Rothschild Holding
Switzerland
-$302K -7,800 Closed
EF
655
Empirical Finance
Pennsylvania
-$284K -7,342 Closed
LSA
656
Leonteq Securities AG
Switzerland
-$2.2M -7,286 Closed
IPWA
657
International Private Wealth Advisors
California
-$277K -7,152 Closed
JG
658
Jain Global
New York
-$259K -6,692 Closed
SI
659
Stephens Inc
Arkansas
-$240K -6,202 Closed
WANY
660
Wealthspire Advisors (New York)
New York
-$236K -6,101 Closed
PFPG
661
Pinnacle Financial Partners (Georgia)
Georgia
-$219K -5,653 Closed
IFG
662
Independent Financial Group
California
-$213K -5,499 Closed
RFC
663
Regions Financial Corp
Alabama
-$208K -5,388 Closed
WA
664
Whitebox Advisors
Minnesota
-$207K -5,348 Closed
M1FG
665
Mach-1 Financial Group
Arkansas
-$205K -5,289 Closed
GS
666
GTS Securities
New York
-$204K -5,279 Closed
Lazard Asset Management
667
Lazard Asset Management
New York
-$204K -5,266 Closed
KAS
668
Kestra Advisory Services
Texas
-$178K -4,594 Closed
FIA
669
FNY Investment Advisers
New York
-$135K -3,500 Closed
WC
670
Wexford Capital
Florida
-$104K -2,689 Closed
SIM
671
Sentry Investment Management
Wisconsin
-$43K -1,110 Closed
DT
672
DV Trading
Illinois
-$38.7K -1,000 Closed
OC
673
Optima Capital
Oregon
-$13.9K -360 Closed
SOW
674
State of Wyoming
Wyoming
-$13.6K -352 Closed
EW
675
Elyxium Wealth
California
-$5.41K -140 Closed